12_21_15_Submitting a Supplemental Learning Tuition Reimbursement Request


Concept

In this topic, you will submit a tuition reimbursed supplemental learning request.


Steps:

  1. Click the Learning Dashboard tab.

    Step 1
  2. Click the Supplemental Learning link.

    Step 2
  3. Click the Type drop-down list.

    Step 3
  4. Click the External Reimbursed Learning list item.

    Step 4
  5. Click the Add Supplemental Learning button.

    Step 5
  6. Click in the Title field.

    Step 6
  7. a valid value
     e.g.
    Enter
     "Advanced Excel"
     into the Title field.

    Step 7
  8. Click in the Description field.

    Step 8
  9. In this training example, the description (Advanced formulas and pivot tables.) was entered for you.

    Step 9

  10. Click the Status drop-down list.

    Step 10
  11. Click the Submit For Approval list item.

    Step 11
  12. Click in the Start Date field.

    Step 12
  13. Press [Backspace] to clear the field.

    Step 13
  14. a valid value
     e.g.
    Enter
     "08/31/15"
     into the Start Date field.

    Step 14
  15. Click in the End Date field.

    Step 15
  16. Press [Backspace] to clear the field.

    Step 16
  17. a valid value
     e.g.
    Enter
     "08/31/15"
     into the End Date field.

    Step 17
  18. Click in the Institution field.

    Step 18
  19. a valid value
     e.g.
    Enter
     "Skillsoft"
     into the Institution field.

    Step 19
  20. Click the Vertical scrollbar to move down the page.

    Step 20
  21. Note: Every employee is allotted $2500 annually for tuition reimbursement.

     

    The Remaining Cap displays your total reimbursement balance remaining for the calendar year. The Remaining Cap balance will be updated each time you submit a supplemental learning request.

    Step 21

  22. Click in the Price field.

    Step 22
  23. Enter the total cost of the course into the Price field.

     

    a valid value
     e.g.
    Enter
     "175"
     into the Price field.

    Step 23
  24. Notice the Remaining Cap balance reflects a deduction of $175. The total went from 2500 to 2325 once the price was entered.

    Step 24

  25. a valid value
     e.g.
    Enter
     "1"
     into the Education Units field.

    Step 25
  26. a valid value
     e.g.
    Enter
     "13546"
     into the Employee ID field.

    Step 26
  27. a valid value
     e.g.
    Enter
     "No"
     into the Complete: Yes/No field.

    Step 27
  28. Click the Save button.

    Step 28
  29. Notice the message indicating the supplemental learning, Advanced Excel, has a status of Pending Approval.

     

    All initial approval requests will be routed to your manager. Once approved by your manager, the request will then automatically be routed to the OPD Manager for final approval.

     

    As the requestor, you will be notified by email if your supplemental learning request was approved or denied. Receiving an "Approved" notification from the OPD Manager is your indication to complete the learning event.

    Step 29

  30. Click the Home link.

    Step 30
  31. Click the Sign out link.

    Step 31

You have completed the topic "Submitting a Supplemental Learning Tuition Reimbursement Request".

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